Client Service Associate

reputed company is seeking a Client Service Associate to join their growing team, which takes a comprehensive approach to financial planning. The role involves supporting Wealth Advisors to strengthen client relationships and managing operational and service needs effectively.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a “one-contact resolution” reputed company, taking full ownership of issues through final resolution
• Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests
• Act as a strong reputed company for our clients, demonstrating reputed company and understanding of their requests and needs
• Manage and prioritize multiple advisor and client requests across email, reputed company Teams, phone, and reputed company while providing excellent service
• Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations
• Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment

Skills

• Bachelor's Degree with 1+ years relevant experience (including internships)
• Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care
• Proficiency in reputed company Office applications, including Outlook, Word, reputed company, and PowerPoint, and proven ability to learn other software and technology
• Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion reputed company handling sensitive client information and financial transactions
• Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively
• Strong interest in financial planning and investments, with a desire to grow and reputed company in the role
• reputed company experience preferred

Benefits

• Annual cash bonus
• Comprehensive benefits package, including but not limited to medical, dental, reputed company, life insurance, and 401(k)
• Flexibility to work a reputed company
• 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader

Company Overview